Ottavo Financial Group

Ottavo Financial Group is a financial planning company with offices across Regional NSW and ACT. It has provided professional planning advice for over 20 years. The business trades as Spencer Fuller and Associates, Dew and Partners, WealthInsure Financial Services Centre and Orange Financial Planning.

Its advisers are Authorised Representatives of Fortnum Advice Pty Ltd. Bernard Begg is Managing Director and Senior Partner, with over 14 years of experience in the banking and financial services industry, holding an Advanced Diploma FS and a Diploma FS (Finance/Mortgage Broking Management), and is a member of the AFA and a Fellow CFP. Mark Anderson is a Senior Financial Planner and Partner with over 12 years of financial planning experience, holding a Bachelor of Business (Finance/Marketing) and an Advanced Diploma of Financial Services, and is a Financial Planner AFP with the FPA.

Stuart Gilchrist is a Senior Financial Planner and Partner with more than 12 years of experience in the financial services sector, whose practice merged with Spencer Fuller in January 2019. Gareth Adams is a Senior Financial Planner and Partner with eleven years of experience in the financial services sector, is a CERTIFIED FINANCIAL PLANNER® and holds a Bachelor of Business (Financial Planning). Andrew (Jian Yi) Lao, Rick Nicholson and Nathan Foss are Senior Financial Planners.

Bathurst-based Ottavo Financial Group operates as a finance and commercial broker, with subtypes covering accounting, financial planning, insurance broking and financial consulting. The practice serves clients seeking coordinated help across finance, tax, planning and insurance, and its office on Howick St opens from 09:00 to 17:00 on weekdays, remaining closed on weekends.

A client account names Mark Anderson, describing ongoing use of his services and expressing warm thanks by name. The recurring point is the trust placed in the named adviser, with the practice catering to individuals and businesses wanting finance, accounting, planning and insurance needs handled together. The account highlights the personal service associated with Mark Anderson.